See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,935 | $93,571+369.1% | $135,903+223.0% | $75,163+484.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.68% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $16,414 | $3,537+364.1% | $4,856+238.0% | $2,670+514.8% |
| Participant deferral / active EE | $10,618 | $6,404+65.8% | $7,758+36.9% | $4,125+157.4% |
| Admin fee / account holder | $51,128 | $6,975+633.0% | $10,762+375.1% | $5,651+804.8% |